Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,127 | $210,698-76.2% | $178,014-71.8% | $145,959-65.7% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 13.15% | 386.27%-373.1pp | 294.80%-281.7pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,958 | $4,567-57.1% | $3,950-50.4% | $4,661-58.0% |
| Participant deferral / active EE | $5,621 | $6,958-19.2% | $6,276-10.4% | $6,689-16.0% |
| Admin fee / account holder | $5,623 | $12,016-53.2% | $10,362-45.7% | $13,398-58.0% |